
Jason Lea Cfp
Rule #1 The policy holder comes first - always act as if we're a fiduciary to the policy... | Providence, Rhode Island, United States
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Jason Lea Cfp’s Emails jl****@mf****.com
Jason Lea Cfp’s Phone Numbers 1800343****
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Jason Lea Cfp’s Location Providence, Rhode Island, United States
Jason Lea Cfp’s Expertise Rule #1 The policy holder comes first - always act as if we're a fiduciary to the policy holder. Rule # 2 Deliver extraordinary service to our clients. Rule # 3 Have fun, be kind, and show gratitude. We exclusively serve financial professionals and financial institutions. The team members of BSMG deliver the nation's most sophisticated service, wholesaling, and underwriting platform for Life Insurance, Annuities and LTC. Our team of 60 professionals exists for one reason - to provide the ultimate service experience to our clients and to create raving fans and advocates among everyone we serve. We believe in fair dealing and treat everyone that we deal with with respect and courtesy- our carriers, our vendors, our team members and of course our clients. We are a due-diligence partner to many of our clients and provide outsourcing solutions through the entire business cycle through to policy service. Life Insurance For 42 years we've delivered on our promise to elegantly solve exceptionally difficult life insurance problems and we love your "Straight down the middle" cases, too! getvive.com is a revolutionary way to submit a paperless life insurance application online, in 5 minutes, with absolutely no paperwork an no signatures, fully underwritten, multicarrier platform. RDU "Risk Differntiated Underwriting" - Simply put - we take Life insurance underwiting to an unmatched level - creating individual, customized solutions. W ehave three on-staff senior-level underwriters. Annuity Wholesaling and processing Our annuity team serves producers and institutions in all 50 states with superb wholesaling professionalism, attention to customer-centric products. LTC and Linked Benefit Products We dig deeper to build cutting edge LTC risk transfer solutions for potential client needs, and help our clients know when to use traditional LTC Insurance versus Life policies with access to the death benefit while clients are still alive or Linked Benefit products.
Jason Lea Cfp’s Current Industry Brokers Service Marketing
Jason
Lea Cfp’s Prior Industry
Mfs Investment Management
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Brokers Service Marketing
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Work Experience

Brokers Service Marketing
Ceo
Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Brokers Service Marketing
President
Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Brokers Service Marketing
Executive Vice President, Director Of Sales
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Brokers Service Marketing
Svp, Annuity Sales Director
Wed Nov 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Dec 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Mfs Investment Management
Retirement Plan Service Rep, Inbound Sales Desk
Sun Aug 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Nov 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)